CIK: 0001844201
申告総資産額
$4.4億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 24.51% | — | +3.92% | |
| 2 | LRGE | Clearbridge Large Cap Growth | ETF-大型株・グロース | 12.21% | — | -0.72% | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 9.97% | -0.58% | +2.75% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.32% | — | +2.51% | |
| 5 | XLI | Ss Industrial Select Sector | ETF-その他 | 3.16% | -0.21% | -0.35% | |
| 6 | XLB | Ss Materials Select Sector | ETF-その他 | 3.04% | — | +0.02% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.69% | -0.57% | +69.18% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.79% | -0.44% | +19.56% | |
| 9 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 1.25% | — | +7.42% | |
| 10 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.17% | — | — | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.09% | — | +5.33% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 0.99% | -0.19% | +123.78% | |
| 13 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.96% | -0.11% | +5.56% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.96% | — | +59.15% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.84% | — | +4.03% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.73% | -0.23% | -1.25% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | -0.19% | -4.20% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | — | +68.04% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.59% | -0.05% | +7.87% | |
| 20 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.57% | — | +10.61% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.56% | -0.19% | +2.59% | |
| 22 | NFJ | Virtus Dvd Intrst & Prm Str | 株式-その他 | 0.54% | — | +2.81% | |
| 23 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.48% | — | +3.35% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | — | +18.71% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.47% | -0.13% | — | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +134.20% | |
| 27 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 0.45% | — | -5.12% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | — | +9.98% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.45% | — | — | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.40% | — | +3.71% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.40% | — | +103.65% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | — | +57.07% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.38% | — | +10.05% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | — | +24.20% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | +26.80% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | -0.17% | +24.15% | |
| 37 | SPGI | S&p Global INC | 株式-金融 | 0.35% | — | +5.68% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | — | +46.35% | |
| 39 | FFA | First Trust Enhan Eqty INC | 株式-その他 | 0.33% | — | -1.84% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.33% | — | -0.28% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | — | -7.60% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.31% | — | +37.82% | |
| 43 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.29% | — | +10.68% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.29% | — | — | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.28% | — | +56.15% | |
| 46 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.28% | — | — | |
| 47 | SYK | Stryker CORP | 株式-ヘルスケア | 0.28% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | -3.56% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.28% | — | — | |
| 50 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.27% | — | +0.16% |